AUMdb

T. A. Loving Company 401(k) Retirement Plan

Sponsored by T. A. Loving Company · EIN 560304141 · Plan #001

Total assets
$30.1M
Net assets
$30.1M
Active participants
442
With balances
598

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Fund Direct Advisors Inc. CRD 155363 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stanley Benefit Services Inc Recordkeeping, Consulting (pension), Participant communication $54,053
Fund Direct Advisors Investment advisory (participants), Investment advisory (plan), Participant communication $31,435